Money Series

Open Access to Financial Education, For All

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All About Roth Conversions

November 9, 2022 @ 10:00 am - 11:00 am

  • « Estate Planning Made Easy
  • Social Security Refresher »

Attend the Money Series to learn when a Roth conversion makes sense and how to avoid hidden tax pitfalls. The Money Series is a local nonprofit with a mission to provide open access to financial education, for all. Advance registration encouraged.

Details

Date:
November 9, 2022
Time:
10:00 am - 11:00 am

Venue

Senior Center
801 E Front St
Traverse City, MI 49686
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  • « Estate Planning Made Easy
  • Social Security Refresher »

About Jason P. Tank, CFA, CFP

Jason is both the founder of the Money Series and Traverse City, Michigan-based Front Street Wealth Management, the independent, fee-only wealth advisory firm. Email Jason

Money Series

A Traverse City, Michigan based 501(c)(3) nonprofit founded on the commitment to provide open-access to financial education, for all.

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© 2025 ยท Money Series, a Michigan 501(c)(3) nonprofit organization ph: (231) 668-6894